Tracey Hunt

Experience

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  National Australia Bank/MLC

  Jan 2000 - Jan 2005

  Priority service

  Providing a 1 point contact for financial advisers

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  Commonwealth Bank

  Jan 2005 - Jan 2007

  Wealth Protection Consultant

  Providing advice to families on insurance and superannuation

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  Westpac

  May 2007 - Oct 2008

  Paraplanner

  Created Statements of Advice for clients

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  Prudent Financial Planning

  Oct 2008 - May 2010

  Practice Manager

  Run the day to day office for Finanical Planner, field client queries, prepare statements of Advice

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  ANZ

  Jun 2010 - Sept 2013

  Financial Planner

  Providing advice to clients, from Personal Insurance needs to Retirement Planning

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  AIA

  Sept 2013 - Apr 2014

  Client Development Manager

  Helping advisers with business development and growing their business

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  Boutique Advisers

  Apr 2014 - Apr 2015

  Risk Insurance Adviser

  At Boutique Advisers I specialise in Personal Risk Insurance, I work closely with our Wealth Advisers providing comprehensive advice to client's that is tailored to their individual needs. I also manage the application and claims process, making sure our clients receive the best advice, product and service available.

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  Knightcorp Life Insurance and Wealth Management

  May 2015 - Oct 2015

  Financial Planner

  I assist clients to achieve their financial and lifestyle goals, I also help clients protect their families and create relationships where I can assist them in every journey of their lives.

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  Wealth Tree Solutions

  Oct 2015 - Sept 2019

  Financial Life Coach

  WB Financial has been re branded and we are now Wealth Tree Solutions, still supplying the same amazing advice to all existing clients and new clients that need help to organise and plan for their financial security.

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  WB Financial Rokeby Road

  Oct 2015 - Jan 2018

  Financial Adviser / Practice Manager

  Day to day running of a Financial Planning Practice, including preparation of all strategy documents for clients in conjunction with the senior adviser Jeff Bowman. Liaising with all superannuation fund managers and Insurance providers as well as our clients to makes sure the advice is implemented and is all compliant. WB Financial offers advise in all areas of financial planning from budgeting and cash flow management to superannuation, SMSF's, personal insurance and Estate Planning services. Show less

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  Economic Science

  Nov 2019 - now

  Practice Manager

  Assisting with the running of the office, bookeeping and providing assistance to 2 senior financial planners.